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FK

Farah Kobeissi-nasser

SPARTAN WEALTH MANAGEMENT
Dearborn, MI 48126
Some features on this profile are disabled
CRD#: 7100767
FK

Professional summary

Farah Kobeissi-nasser is a registered financial advisor currently at SPARTAN WEALTH MANAGEMENT located in Dearborn, Michigan.

Farah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Farah has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Farah Kobeissi-nasser's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 17, 2025 - Present

SPARTAN WEALTH MANAGEMENT

Office #1: 3 Parlane Blvd Suite 100sw, Dearborn, MI 48126
RIA
CRD#: 331719
Dearborn, MI
Past

November 11, 2020 - July 8, 2025

CADARET, GRANT & CO., INC.

RIA
CRD#: 10641
Birmingham, MI
Past

May 20, 2019 - December 3, 2020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Birmingham, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SPARTAN WEALTH MANAGEMENT
SPARTAN WEALTH ADVISORY SERVICES LLC | SPARTAN WEALTH MANAGEMENT

CRD#: 331719 / SEC#: 801-131368

RIA
Registered Investment Advisory firm - (10/28/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(6/17/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/28/2019
Uniform Investment Adviser Law Examination

Current Firm

SW
SPARTAN WEALTH MANAGEMENT
SPARTAN WEALTH ADVISORY SERVICES LLC | SPARTAN WEALTH MANAGEMENT

CRD#: 331719 / SEC#: 801-131368

RIA
Registered Investment Advisory firm - (10/28/2024 Approved)
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Contact information

Main Address
32600 Telegraph Road Suite 200, Bingham Farms, MI 48025
Mailing Address
Phone number
(248) 297-6600
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SPARTAN WEALTH MANAGEMENT DISCLOSURE BROCHURE (2/13/2026)

Regulatory assets under management

Total Number of Accounts1,179
AUM (Assets Under Management)$ 1,484,197,565

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SPARTAN WEALTH MANAGEMENT

CRD#: 331719Dearborn, MI 48126

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